Overview
The Senior Account Executive will be primarily responsible for lead generation and relationship-building activities in assigned accounts within a designated geographical region. This position supports the company’s business plan and revenue goals, with a primary focus on generating Discovery calls with banking prospects. The Senior Account Executive will work closely with the SVP / Business Development to take prospects through the sales process and close new sales. Conference calls will be scheduled with the SVP / Business Development and at least one C-level executive (e.g., CEO, CFO, COO), or an interested decision-maker, from the bank or credit union prospect to discuss the company’s solutions.

Responsibilities

Prospecting & Lead Generation

• Develop leads and cultivate relationships via phone and email in assigned accounts.
• Schedule Discovery calls with banking prospects to include the SVP / Business Development.
• Prospecting and lead generation is critical to this position.
• Work with the SVP / Business Development to take prospects through the sales funnel, close new business, and expand the current client base within the respective geographical region.
• The position will be assigned specific goals and measured on a range of KPIs, including Activity KPIs (Calls and Emails) and Productivity KPIs (Discovery calls, Presentations, and Sales).
• Minimum expectation: 250 Total Activities (outbound Calls and/or Emails) per week.
• The sales goal will be 25% - 50% higher than the Account Executive role.

Communication

• Demonstrate effective verbal and written communication skills with clients and prospects.
• These skills are essential for daily prospecting via phone and email.
• Clear, effective verbal communication is required for conference calls and sales presentations.
• The Senior Account Executive will contribute 25% - 50% of the total verbal communication on Discovery conference calls and/or Sales Presentations.

Administration

• Create ROI / Benefit analyses, PowerPoint sales decks, Outlook calendar invites, proposals, FedEx packages, email templates, and other content to assist the SVP / Business Development during the sales process.
• Maintain updated, organized, and detailed notes and contacts in Salesforce.com.
• Assist Marketing in executing Direct Mail, Digital campaigns, and other Sales and Marketing efforts.
• The Senior Account Executive will demonstrate proficiency and autonomy with daily administrative responsibilities.

Training & Development

• Participate in all required meetings, courses, training, and coaching sessions to strengthen industry and product knowledge.
• Enhance communication skills and sales abilities to grow as a sales professional.
• Understand the concepts and mechanics of the company’s consulting solutions.
• Stay well-informed of current market and industry news via resources such as LinkedIn, S&P Global, FDIC, NCUA, CFPB, ABA, ICBA, CUNA, Credit Union Times, and others.
• Assist in the growth and development of the company’s knowledge base and training material (i.e., the Playbook).
• The Senior Account Executive will demonstrate greater product and industry knowledge than the Account Executive role.

Other

• Attend tradeshows as requested.
• Perform other related duties as assigned.
• This job description is not meant to be exhaustive and is subject to change based on business needs.

Other Skills & Background

Communication Skills

• Clear, Effective Verbal and Written Communication Abilities.
• Clear, Effective Presentation and Demonstration Abilities.

Computer & Software Skills

• MS Office, including Outlook, Word, Excel, and PowerPoint.
• Salesforce.com (preferred).

Education

• Bachelor’s Degree.
• Business Degree (preferred).

Experience

• 4-7 Years of Successful Inside Sales Experience.
• Banking Industry Experience (preferred).

Environmental

• Ability to stand/sit at a computer for 8 hours or more per day.
• Ability to travel up to 10% of the time as needed.
• Ability to work at the main office, home, on the road, or in a satellite location.

Ceto Commitment
We are committed to maintaining a diverse workforce and an inclusive work environment. Ceto will not tolerate discrimination in employment, employment-related decisions, or business dealings on the basis of race, color, ancestry, age, sex, sexual orientation, religion, disability, ethnicity, national origin, veteran status, marital status, pregnancy, or any other legally protected status. We aim to provide an environment free of discrimination to our employees, clients, and vendors.

Overview

The Marketing Operations Specialist will play a pivotal role in optimizing and managing the marketing technology stack, streamlining workflows, and enabling data-driven decision-making to enhance marketing performance. This role is essential for driving efficiency and alignment across our marketing and business development efforts, ensuring seamless collaboration and impactful campaigns.

Key Responsibilities

Marketing Technology Management

• Own and optimize the marketing tech stack, including core platforms like HubSpot and Salesforce.

• Work with tools such as Ceros, PlayHt, Trello, Riverside, HeyGen, ChatGPT, and other automation or AI tools to support marketing initiatives.

• Ensure integrations between platforms are optimized for data accuracy and usability.

Campaign Operations

• Build, deploy, and track performance of email campaigns, landing pages, and workflows in HubSpot.

• Collaborate with the marketing team to implement A/B tests and analyze results to refine strategies.

Data Analysis & Reporting

• Develop dashboards and reports to track campaign performance, lead generation, and pipeline contribution.

• Analyze marketing metrics to uncover insights and make recommendations for optimization.

Process Improvement

• Design and implement streamlined workflows to support marketing initiatives and cross-functional projects.

• Ensure timely task automation and alignment between marketing and business development teams.

Collaboration & Training

• Partner with the Business Development team to align marketing campaigns with sales strategies.

• Provide training and support to maximize the team’s use of marketing tools.

Key Qualifications

• Bachelor’s degree in marketing, business, or a related field.

• 3+ years of experience in marketing operations, demand generation, or a similar role.

• Proficiency with marketing automation platforms (HubSpot required) and CRM systems (Salesforce preferred).

• Familiarity with project management tools (e.g., Trello) and content creation platforms (e.g., Riverside, HeyGen).

• Strong analytical skills with the ability to translate data into actionable insights.

• Excellent organizational skills and attention to detail.

• Experience with workflow automation tools and an ability to create efficiencies in processes.

• Familiarity with B2B marketing strategies, particularly in financial services, is a plus.

What We Offer

• Opportunity to shape the future of marketing for a leader in the financial solutions space.

• A collaborative, innovative team environment where your ideas and contributions are valued.

• Competitive salary and benefits.

• Flexibility in work arrangements.

Ceto Commitment

We are committed to maintaining a diverse workforce and an inclusive work environment. Ceto will not tolerate discrimination in employment, employment-related decisions, or in business dealings on the basis of race, color, ancestry, age, sex, sexual orientation, religion, disability, ethnicity, national origin, veteran status, marital status, pregnancy, or any other legally protected status. We provide an environment free of discrimination to our employees, clients, and vendors.